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Eaton Vance Tax-Managed Glob (XEXGX)

CUSIP: 27829F108 | US | 911 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Allspring Global Investments Holdings, LLC1,341,273
0.0% of portfolio›$12.6M
Formidable Asset Management, LLC764,045
1.1% of portfolio›$7.5M
Focused Wealth Management, Inc624,395
0.5% of portfolio›$5.9M
Kestra Advisory Services, LLC572,144
0.0% of portfolio›$5.4M
Cambridge Investment Research Advisors, Inc.481,374
0.0% of portfolio›$4.5K
CoreCap Advisors, LLC433,016
0.1% of portfolio›$4.1M
Commonwealth Equity Services, LLC372,347
0.0% of portfolio›$3.5M
KMG Fiduciary Partners, LLC326,465
0.3% of portfolio›$3.1M
Shaker Financial Services, LLC225,286
0.7% of portfolio›$2.1M
Truist Financial Corp210,682
0.0% of portfolio›$2.0M
High Net Worth Advisory Group LLC147,690
0.3% of portfolio›$1.4M
Avestar Capital, LLC143,200
0.1% of portfolio›$1.3M
Wolverine Asset Management LLC129,939
0.0% of portfolio›$1.2M
Morey & Quinn Wealth Partners, LLC107,825
0.7% of portfolio›$1.0M
D.A. Davidson & Co.104,881
0.0% of portfolio›$986.9K
International Assets Investment Management, LLC82,166
0.0% of portfolio›$768.3K
Diligent Investors, LLC63,346
0.1% of portfolio›$596.1K
NWF Advisory Services Inc.62,025
0.1% of portfolio›$583.7K
Post Resch Tallon Group Inc.55,663
0.4% of portfolio›$523.8K
David J Yvars Group55,466
0.2% of portfolio›$523.2K
Creative Planning55,203
0.0% of portfolio›$519.5K
Investmark Advisory Group LLC54,038
0.2% of portfolio›$508.5K
Wedbush Securities Inc54,021
0.0% of portfolio›$508
Farther Finance Advisors, LLC52,929
0.0% of portfolio›$498.1K
JGP Wealth Management, LLC52,500
0.0% of portfolio›$494.0K
Oppenheimer & Co Inc50,993
0.0% of portfolio›$479.8K
Wealth Effects LLC47,972
0.1% of portfolio›$451.4K
Independent Financial Group, LLC44,421
0.0% of portfolio›$418.0K
Integrity Advisory Solutions, LLC40,916
0.0% of portfolio›$385.0K
Wealth Enhancement Advisory Services, LLC40,862
0.0% of portfolio›$382.5K
Semus Wealth Partners LLC38,471
0.2% of portfolio›$362.0K
First Heartland Consultants, Inc.38,272
0.0% of portfolio›$360.1K
PMG Family Office LLC37,130
0.3% of portfolio›$349.4K
Cranbrook Wealth Management, LLC36,924
0.1% of portfolio›$347.5K
Stockman Wealth Management, Inc.34,529
0.0% of portfolio›$324.9K
OpenArc Corporate Advisory, LLC33,851
0.0% of portfolio›$318.5K
Focus Financial Network, Inc.33,615
0.0% of portfolio›$316.3K
Blue Water Asset Management32,220
0.1% of portfolio›$303.2K
Amplius Wealth Advisors, LLC32,199
0.0% of portfolio›$303.0K
Prospera Financial Services Inc30,012
0.0% of portfolio›$280.6K
Silverlake Wealth Management LLC30,002
0.1% of portfolio›$282.3K
Apollon Wealth Management, LLC28,919
0.0% of portfolio›$272.1K
Mission Wealth Management, LP27,214
0.0% of portfolio›$256.1K
Grimes & Co Wealth Management, LLC26,699
0.0% of portfolio›$251.2K
Closed-End Fund Advisors, Inc.24,800
0.2% of portfolio›$233.4K
Successful Portfolios LLC24,394
0.1% of portfolio›$229.2K
M Holdings Securities, Inc.24,113
0.0% of portfolio›$225
MGO One Seven LLC22,715
0.0% of portfolio›$213.7K
Integrity Alliance, Llc.22,447
0.0% of portfolio›$211.2K
Concurrent Investment Advisors, LLC21,919
0.0% of portfolio›$206.3K
Kingsbury Capital Investment Advisors LLC21,782
0.2% of portfolio›$205.0K
Arlington Capital Management Inc21,585
0.1% of portfolio›$203.1K
Beaumont Financial Advisors, LLC21,260
0.0% of portfolio›$200.1K
Kestra Private Wealth Services, LLC20,906
0.0% of portfolio›$196.7K
Spire Wealth Management20,293
0.0% of portfolio›$191.0K
Diversified Portfolios, Inc.19,900
0.0% of portfolio›$187.3K
Lanark Financial, Inc.19,810
0.0% of portfolio›$186.4K
BNB Wealth Management, LLC19,782
0.1% of portfolio›$186.2K
Decision Investments, Inc19,744
0.2% of portfolio›$185.8K
Sage Capital Management, LLC19,431
0.1% of portfolio›$182.8K
StoneX Group Inc.19,402
0.0% of portfolio›$182.6K
Venture Visionary Partners LLC19,300
0.0% of portfolio›$181.6K
SeaCrest Wealth Management, LLC19,166
0.0% of portfolio›$180.4K
MBL Wealth, LLC19,150
0.0% of portfolio›$180.2K
Piedmont Capital Management, LLC17,054
0.1% of portfolio›$160.5K
WealthBridge Capital Management, LLC16,657
0.0% of portfolio›$156.7K
Summit Investment Advisory Services, LLC16,600
0.0% of portfolio›$156.2K
Heritage Wealth Management, Inc.16,291
0.0% of portfolio›$153.3K
KPP Advisory Services LLC15,725
0.0% of portfolio›$148.0K
Kingswood Wealth Advisors, LLC14,999
0.0% of portfolio›$141.1K
Flagship Harbor Advisors, LLC14,543
0.0% of portfolio›$136.9K
Black Diamond Financial, LLC14,371
0.0% of portfolio›$135.2K
Advisory Solutions Group, LLC14,137
0.0% of portfolio›$133.0K
Halbert Hargrove Global Advisors, LLC13,800
0.0% of portfolio›$129.9K
Herold Advisors, Inc.13,677
0.0% of portfolio›$128.7K
Park Avenue Securities LLC12,942
0.0% of portfolio›$122
Assetmark, Inc12,350
0.0% of portfolio›$116.2K
Waterfront Wealth Inc.12,155
0.0% of portfolio›$115.0K
Davenport & Co LLC11,925
0.0% of portfolio›$112.2K
SAX Wealth Advisors, LLC11,813
0.0% of portfolio›$111.2K
WealthSpring Partners, LLC11,545
0.1% of portfolio›$108.6K
Welch & Forbes LLC11,500
0.0% of portfolio›$108.2K
Plante Moran Financial Advisors, LLC11,248
0.0% of portfolio›$105.8K
Sunpointe, LLC11,231
0.0% of portfolio›$105.7K
Investment Partners Asset Management, Inc.11,184
0.1% of portfolio›$105.2K
Princeton Global Asset Management LLC10,526
0.0% of portfolio›$99.1K
Destiny Wealth Partners, LLC10,493
0.0% of portfolio›$97.8K
Traphagen Investment Advisors LLC10,299
0.0% of portfolio›$96.9K
Badgley Phelps Wealth Managers, LLC10,279
0.0% of portfolio›$96.7K
Focused Alpha, LLC10,100
0.0% of portfolio›$95.0K
Blue Trust, Inc.10,000
0.0% of portfolio›$94.1K
PFS Partners, LLC9,573
0.0% of portfolio›$90.1K
Citigroup Inc9,453
0.0% of portfolio›$89.0K
Mcdonald Partners LLC9,262
0.0% of portfolio›$87.2K
McCarley & Cook Financial Planners9,094
0.1% of portfolio›$85.6K
Wilmington Savings Fund Society, FSB9,000
0.0% of portfolio›$84.7K
Eastern Bank7,439
0.0% of portfolio›$70.0K
Caldwell Trust Co6,749
0.0% of portfolio›$63.5K
Foresight Capital Management Advisors, Inc.5,700
0.0% of portfolio›$53.6K
IFP Advisors, Inc4,401
0.0% of portfolio›$41.4K
Barrett & Company, Inc.4,350
0.0% of portfolio›$40.9K
Parallel Advisors, LLC4,037
0.0% of portfolio›$38.0K
Harbor Investment Advisory, LLC3,350
0.0% of portfolio›$31.5K
Bokf, NA2,900
0.0% of portfolio›$27.3K
Financial Management Professionals, Inc.2,828
0.0% of portfolio›$26.6K
American Capital Advisory, LLC2,650
0.0% of portfolio›$24.9K
Private Trust Co NA2,484
0.0% of portfolio›$23.4K
Gen-Wealth Partners Inc2,000
0.0% of portfolio›$18.8K
Towne Trust Company, N.a1,998
0.0% of portfolio›$18.8K
EverSource Wealth Advisors, LLC1,953
0.0% of portfolio›$18.4K
Hughes Financial Services, LLC1,872
0.0% of portfolio›$17.8K
Elevation Wealth Partners, LLC1,500
0.0% of portfolio›$14.1K
WPG Advisers, LLC1,500
0.0% of portfolio›$14.1K
Clark Wealth Partners1,500
0.0% of portfolio›$14.1K
Parkside Financial Bank & Trust1,465
0.0% of portfolio›$13.8K
Beacon Investment Advisory Services, Inc.1,395
0.0% of portfolio›$13.1K
Wolff Wiese Magana LLC1,225
0.0% of portfolio›$11.5K
Vision Financial Markets LLC1,177
0.0% of portfolio›$11.0K
MB, Levis & Associates, LLC1,092
0.0% of portfolio›$10.3K
City Holding Co1,000
0.0% of portfolio›$9.4K
Gamma Investing LLC937
0.0% of portfolio›$8.8K
Atlantic Edge Private Wealth Management, LLC900
0.0% of portfolio›$8.5K
Pinnacle Bancorp, Inc.841
0.0% of portfolio›$7.9K
Salomon & Ludwin, LLC805
0.0% of portfolio›$7.6K
NBT Bank, N.A.800
0.0% of portfolio›$7.5K
POM Investment Strategies, LLC750
0.0% of portfolio›$7.1K
Silver Grove Financial Group, Inc.520
0.0% of portfolio›$4.9K
Pinnacle Wealth Planning Services, Inc.500
0.0% of portfolio›$4.7K
Key FInancial Inc349
0.0% of portfolio›$3.3K
Highline Wealth Partners LLC302
0.0% of portfolio›$2.8K
Financial Consulate, Inc300
0.0% of portfolio›$2.8K
United Community Bank300
0.0% of portfolio›$2.8K
Trust Co of Toledo NA250
0.0% of portfolio›$2.4K
JFS Wealth Advisors, LLC101
0.0% of portfolio›$951
Trust Co20
0.0% of portfolio›$188
TD Private Client Wealth LLC1
0.0% of portfolio›$8
StyleTurnoverLocationFiled
Allspring Global Investments Holdings, LLC
1,341,273$12.6M0.0%CoreMediumCharlotte, NC2026-11-04
Formidable Asset Management, LLC
764,045$7.5M1.1%CoreLowCincinnati, OH2026-11-03
Focused Wealth Management, Inc
624,395$5.9M0.5%ETFLowNewburgh, NY2026-10-30
Kestra Advisory Services, LLC
572,144$5.4M0.0%CoreLowAustin, TX2026-11-02
Cambridge Investment Research Advisors, Inc.
481,374$4.5K0.0%ETFLowFairfield, IA2026-11-02
CoreCap Advisors, LLC
433,016$4.1M0.1%ETFMediumSouthfield, MI2026-10-08
Commonwealth Equity Services, LLC
372,347$3.5M0.0%ETFLowWaltham, MA2026-11-02
KMG Fiduciary Partners, LLC
326,465$3.1M0.3%GrowthLowToledo, OH2026-10-14
Shaker Financial Services, LLC
225,286$2.1M0.7%YieldHighArlington, VA2026-10-14
Truist Financial Corp
210,682$2.0M0.0%CoreLowCharlotte, NC2026-10-30
High Net Worth Advisory Group LLC
147,690$1.4M0.3%ETFVery LowNaples, FL2026-10-26
Avestar Capital, LLC
143,200$1.3M0.1%GrowthLowNew York, NY2026-10-28
Wolverine Asset Management LLC
129,939$1.2M0.0%Deep ValueVery HighChicago, IL2026-11-02
Morey & Quinn Wealth Partners, LLC
107,825$1.0M0.7%CoreVery LowOmaha, NE2026-10-28
D.A. Davidson & Co.
104,881$986.9K0.0%CoreLowGreat Falls, MT2026-10-28
International Assets Investment Management, LLC
82,166$768.3K0.0%CoreVery HighOrlando, FL2026-11-02
Diligent Investors, LLC
63,346$596.1K0.1%CoreLowRedlands, CA2026-10-21
NWF Advisory Services Inc.
62,025$583.7K0.1%GARPLowLos Angeles, CA2026-10-19
Post Resch Tallon Group Inc.
55,663$523.8K0.4%ETFLowPittsford, NY2026-10-09
David J Yvars Group
55,466$523.2K0.2%GrowthLowUniversity Park, FL2026-10-09
Creative Planning
55,203$519.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Investmark Advisory Group LLC
54,038$508.5K0.2%ETFVery LowShelton, CT2026-10-27
Wedbush Securities Inc
54,021$5080.0%CoreLowPasadena, CA2026-10-22
Farther Finance Advisors, LLC
52,929$498.1K0.0%IndexLowSan Francisco, CA2026-10-08
JGP Wealth Management, LLC
52,500$494.0K0.0%CoreLowBend, OR2026-10-13
Oppenheimer & Co Inc
50,993$479.8K0.0%CoreLowNew York, NY2026-10-26
Wealth Effects LLC
47,972$451.4K0.1%GrowthLowBoston, MA2026-10-23
Independent Financial Group, LLC
44,421$418.0K0.0%GrowthLowSan Diego, CA2026-10-13
Integrity Advisory Solutions, LLC
40,916$385.0K0.0%ETFMediumDallas, TX2026-10-29
Wealth Enhancement Advisory Services, LLC
40,862$382.5K0.0%CoreLowPlymouth, MN2026-10-13
Semus Wealth Partners LLC
38,471$362.0K0.2%GrowthLowBoca Raton, FL2026-10-22
First Heartland Consultants, Inc.
38,272$360.1K0.0%ETFMediumLake St. Louis, MO2026-10-08
PMG Family Office LLC
37,130$349.4K0.3%YieldVery LowPlano, TX2026-10-19
Cranbrook Wealth Management, LLC
36,924$347.5K0.1%ETFVery LowBloomfield Hills, MI2026-10-28
Stockman Wealth Management, Inc.
34,529$324.9K0.0%CoreLowBillings, MT2026-10-27
OpenArc Corporate Advisory, LLC
33,851$318.5K0.0%GrowthLowAtlanta, GA2026-10-21
Focus Financial Network, Inc.
33,615$316.3K0.0%ETFLowMinneapolis, MN2026-10-14
Blue Water Asset Management
32,220$303.2K0.1%ETFLowGrand Rapids, MI2026-11-04
Amplius Wealth Advisors, LLC
32,199$303.0K0.0%ETFLowBlue Bell, PA2026-10-20
Prospera Financial Services Inc
30,012$280.6K0.0%CoreMediumDallas, TX2026-11-04
Silverlake Wealth Management LLC
30,002$282.3K0.1%ETFLowWilliston, VT2026-10-21
Apollon Wealth Management, LLC
28,919$272.1K0.0%GrowthLowMount Pleasant, SC2026-10-23
Mission Wealth Management, LP
27,214$256.1K0.0%ETFLowSanta Barbara, CA2026-10-15
Grimes & Co Wealth Management, LLC
26,699$251.2K0.0%CoreLowWestborough, MA2026-10-29
Closed-End Fund Advisors, Inc.
24,800$233.4K0.2%YieldMediumRichmond, VA2026-11-04
Successful Portfolios LLC
24,394$229.2K0.1%CoreVery LowClearwater, FL2026-10-09
M Holdings Securities, Inc.
24,113$2250.0%ETFHighPortland, OR2026-11-03
MGO One Seven LLC
22,715$213.7K0.0%GrowthLowBeachwood, OH2026-10-28
Integrity Alliance, Llc.
22,447$211.2K0.0%ETFMediumUrbandale, IA2026-10-29
Concurrent Investment Advisors, LLC
21,919$206.3K0.0%GrowthMediumTampa, FL2026-10-16
Kingsbury Capital Investment Advisors LLC
21,782$205.0K0.2%GrowthMediumEvanston, IL2026-10-20
Arlington Capital Management Inc
21,585$203.1K0.1%GARPHighArlington Heights, IL2026-10-30
Beaumont Financial Advisors, LLC
21,260$200.1K0.0%GrowthMediumNeedham, MA2026-10-22
Kestra Private Wealth Services, LLC
20,906$196.7K0.0%GrowthLowAustin, TX2026-10-30
Spire Wealth Management
20,293$191.0K0.0%GrowthMediumMclean, VA2026-10-30
Diversified Portfolios, Inc.
19,900$187.3K0.0%ETFLowBloomfield Hills, MI2026-11-04
Lanark Financial, Inc.
19,810$186.4K0.0%CoreMediumBirmingham, AL2026-10-26
BNB Wealth Management, LLC
19,782$186.2K0.1%ETFMediumSilver Spring, MD2026-10-28
Decision Investments, Inc
19,744$185.8K0.2%GrowthLowSan Diego, CA2026-10-07
Sage Capital Management, LLC
19,431$182.8K0.1%ETFLowStockton, NJ2026-10-20
StoneX Group Inc.
19,402$182.6K0.0%ETFMediumNew York, NY2026-11-03
Venture Visionary Partners LLC
19,300$181.6K0.0%CoreLowSylvania, OH2026-10-07
SeaCrest Wealth Management, LLC
19,166$180.4K0.0%GrowthLowPurchase, NY2026-10-21
MBL Wealth, LLC
19,150$180.2K0.0%ETFLowCharlotte, NC2026-10-22
Piedmont Capital Management, LLC
17,054$160.5K0.1%CoreLowGreensboro, NC2026-10-21
WealthBridge Capital Management, LLC
16,657$156.7K0.0%ETFLowWesterville, OH2026-10-16
Summit Investment Advisory Services, LLC
16,600$156.2K0.0%ETFVery LowRoseville, MN2026-11-03
Heritage Wealth Management, Inc.
16,291$153.3K0.0%CoreLowCincinnati, OH2026-10-28
KPP Advisory Services LLC
15,725$148.0K0.0%GrowthMediumLouisville, KY2026-10-26
Kingswood Wealth Advisors, LLC
14,999$141.1K0.0%GrowthLowSan Diego, CA2026-10-23
Flagship Harbor Advisors, LLC
14,543$136.9K0.0%ETFMediumBoston, MA2026-10-26
Black Diamond Financial, LLC
14,371$135.2K0.0%ETFVery LowTowson, MD2026-10-26
Advisory Solutions Group, LLC
14,137$133.0K0.0%ETFN/APlymouth, MN2026-10-14
Halbert Hargrove Global Advisors, LLC
13,800$129.9K0.0%ETFLowLong Beach, CA2026-10-16
Herold Advisors, Inc.
13,677$128.7K0.0%CoreLowNew York, NY2026-10-19
Park Avenue Securities LLC
12,942$1220.0%ETFMediumNew York, NY2026-10-26
Assetmark, Inc
12,350$116.2K0.0%ETFLowConcord, CA2026-10-21
Waterfront Wealth Inc.
12,155$115.0K0.0%ValueLowOverland Park, KS2026-11-03
Davenport & Co LLC
11,925$112.2K0.0%CoreMediumRichmond, VA2026-10-14
SAX Wealth Advisors, LLC
11,813$111.2K0.0%ETFVery LowParsippany, NJ2026-10-13
WealthSpring Partners, LLC
11,545$108.6K0.1%ETFLowLong Beach, CA2026-10-14
Welch & Forbes LLC
11,500$108.2K0.0%CoreVery LowBoston, MA2026-11-04
Plante Moran Financial Advisors, LLC
11,248$105.8K0.0%ETFVery LowSouthfield, MI2026-11-04
Sunpointe, LLC
11,231$105.7K0.0%GrowthMediumSt. Louis, MO2026-10-22
Investment Partners Asset Management, Inc.
11,184$105.2K0.1%CoreLowMetuchen, NJ2026-10-09
Princeton Global Asset Management LLC
10,526$99.1K0.0%GrowthLowPrinceton, NJ2026-10-21
Destiny Wealth Partners, LLC
10,493$97.8K0.0%ETFMediumTavares, FL2026-11-05
Traphagen Investment Advisors LLC
10,299$96.9K0.0%ETFLowOradell, NJ2026-10-14
Badgley Phelps Wealth Managers, LLC
10,279$96.7K0.0%GrowthVery LowSeattle, WA2026-10-22
Focused Alpha, LLC
10,100$95.0K0.0%CoreMediumDenver, CO2026-10-20
Blue Trust, Inc.
10,000$94.1K0.0%ETFLowBrentwood, TN2026-10-15
PFS Partners, LLC
9,573$90.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Citigroup Inc
9,453$89.0K0.0%CoreMediumNew York, NY2026-11-04
Mcdonald Partners LLC
9,262$87.2K0.0%CoreLowCleveland, OH2026-11-03
McCarley & Cook Financial Planners
9,094$85.6K0.1%ETFLowCincinnati, OH2026-10-21
Wilmington Savings Fund Society, FSB
9,000$84.7K0.0%CoreLowWilmington, DE2026-10-23
Eastern Bank
7,439$70.0K0.0%GrowthMediumBoston, MA2026-10-05
Caldwell Trust Co
6,749$63.5K0.0%GrowthLowVenice, FL2026-10-30
Foresight Capital Management Advisors, Inc.
5,700$53.6K0.0%CoreMediumSaline, MI2026-10-27
IFP Advisors, Inc
4,401$41.4K0.0%GrowthLowTampa, FL2026-10-16
Barrett & Company, Inc.
4,350$40.9K0.0%ETFLowProvidence, RI2026-10-22
Parallel Advisors, LLC
4,037$38.0K0.0%IndexLowSan Francisco, CA2026-11-03
Harbor Investment Advisory, LLC
3,350$31.5K0.0%GrowthLowLutherville, MD2026-10-13
Bokf, NA
2,900$27.3K0.0%CoreLowTulsa, OK2026-10-27
Financial Management Professionals, Inc.
2,828$26.6K0.0%ETFMediumAustin, TX2026-10-23
American Capital Advisory, LLC
2,650$24.9K0.0%ETFLowKetchum, ID2026-10-28
Private Trust Co NA
2,484$23.4K0.0%CoreLowCleveland, OH2026-10-20
Gen-Wealth Partners Inc
2,000$18.8K0.0%CoreLowZeeland, MI2026-11-04
Towne Trust Company, N.a
1,998$18.8K0.0%CoreLowNewport News, VA2026-10-28
EverSource Wealth Advisors, LLC
1,953$18.4K0.0%CoreMediumBirmingham, AL2026-11-04
Hughes Financial Services, LLC
1,872$17.8K0.0%ETFLowHerndon, VA2026-10-30
Elevation Wealth Partners, LLC
1,500$14.1K0.0%ETFLowWalnut Creek, CA2026-10-07
WPG Advisers, LLC
1,500$14.1K0.0%CoreLowBaltimore, MD2026-10-27
Clark Wealth Partners
1,500$14.1K0.0%ETFVery LowO'Fallon, IL2026-10-19
Parkside Financial Bank & Trust
1,465$13.8K0.0%CoreVery LowSaint Louis, MO2026-10-27
Beacon Investment Advisory Services, Inc.
1,395$13.1K0.0%GrowthLowMorristown, NJ2026-10-13
Wolff Wiese Magana LLC
1,225$11.5K0.0%GrowthLowCarslbad, CA2026-10-15
Vision Financial Markets LLC
1,177$11.0K0.0%CoreLowStamford, CT2026-10-22
MB, Levis & Associates, LLC
1,092$10.3K0.0%ETFVery LowCenter Valley, PA2026-10-16
City Holding Co
1,000$9.4K0.0%CoreLowCharleston, WV2026-10-19
Gamma Investing LLC
937$8.8K0.0%IndexVery LowFoster City, CA2026-10-08
Atlantic Edge Private Wealth Management, LLC
900$8.5K0.0%CoreLowJacksonville, FL2026-10-20
Pinnacle Bancorp, Inc.
841$7.9K0.0%CoreVery LowBeatrice, NE2026-10-21
Salomon & Ludwin, LLC
805$7.6K0.0%ETFVery LowRichmond, VA2026-10-29
NBT Bank, N.A.
800$7.5K0.0%CoreLowNorwich, NY2026-10-21
POM Investment Strategies, LLC
750$7.1K0.0%ETFVery HighRaleigh, NC2026-10-20
Silver Grove Financial Group, Inc.
520$4.9K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Wealth Planning Services, Inc.
500$4.7K0.0%GARPLowMansfield, OH2026-10-27
Key FInancial Inc
349$3.3K0.0%ETFLowWest Chester, PA2026-11-02
Highline Wealth Partners LLC
302$2.8K0.0%ETFMediumSherman Oaks, CA2026-10-19
Financial Consulate, Inc
300$2.8K0.0%ETFLowHunt Valley, MD2026-10-23
United Community Bank
300$2.8K0.0%CoreLowGreenville, SC2026-10-28
Trust Co of Toledo NA
250$2.4K0.0%GrowthVery LowHolland, OH2026-10-16
JFS Wealth Advisors, LLC
101$9510.0%ETFVery LowHermitage, PA2026-11-03
Trust Co
20$1880.0%ETFVery LowManhattan, KS2026-10-09
TD Private Client Wealth LLC
1$80.0%ETFLowNew York, NY2026-10-28